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Laurie Tergerson Sepanski

Lts Financial Group

Ft. Worth, TX

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Current Employers
Lts Financial Group

6300 Ridglea Place Suite 1115, Ft. Worth, TX 76116 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2021-06-14
TX RA APPROVED 2021-04-21
  • LA RA
    APPROVED
    Since 2021-06-14
  • TX RA
    APPROVED
    Since 2021-04-21

Branch Locations

6300 Ridglea Place, Suite 1115, Ft. Worth, TX 76116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Frie Financial Group, Inc. Euless TX 03/2004 11/2018
Rhodes Securities, Inc Fort Worth TX 01/2013 01/2018
Rhodes Securities, Inc. Fort Worth TX 01/2018 11/2018
Meinen Financial Services Ft. Worth TX 11/2018 Present
Lts Financial Group Ft. Worth TX 02/2021 Present
  • 03/2004 → 11/2018
    Frie Financial Group, Inc.
    Euless, TX
  • 01/2013 → 01/2018
    Rhodes Securities, Inc
    Fort Worth, TX
  • 01/2018 → 11/2018
    Rhodes Securities, Inc.
    Fort Worth, TX
  • 11/2018 → Present
    Meinen Financial Services
    Ft. Worth, TX
  • 02/2021 → Present
    Lts Financial Group
    Ft. Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-15
S63 Uniform Securities Agent State Law Examination 2015-07-07
  • S65 Uniform Investment Adviser Law Examination
    2020-07-15
  • S63 Uniform Securities Agent State Law Examination
    2015-07-07
Other Names
  • Laurie Elaine Tergerson

View on SEC IAPD

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LARRY CARLTON MILTON
Erin Michelle Smith
Matt Magee
Connor Matthew Levesque
David John Springer
ROBERT EDWARD BROWN
RACHEL E CARTER

Other Offices

SANCTUARY ADVISORS, LLC · FORT WORTH, TX
SANCTUARY ADVISORS, LLC · Ft. Worth, TX
ROGERS WEALTH GROUP, INC. · FORT WORTH, TX
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · FORT WORTH, TX
LPL FINANCIAL LLC · FORT WORTH, TX
THIRTEEN TWENTY-TWO ADVISORS · FORT WORTH, TX
LPL FINANCIAL LLC · FT. WORTH, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX

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